Create a Filter Widget

Use the Filter Widget Properties window (accessed from within the Widget Manager) to create a Filter Widget.

To create a Date Filter Widget:

1. Create a Widget.
2. In the Type drop-down, select Filter.
3. Select the Business Object whose data you want to filter (example: Incident). Only one type of Business Object can be selected. The drop-down displays only Major Business Objects. To display all Business Objects, select the Show All check box.
4. Define a Date Filter:
   1. Select the Filter by Date radio button.
   2. Ranges: Click this button to open the Multiple Date Ranges window, and then select one or more date ranges (example: Any time, Today, Within last 1 week, etc.) to display in the drop-down. If you select multiple data ranges, select a default range (example: Any time) to display in the filter when the Widget first appears.
   3. Filter Field: Select the date/time Field whose value limits the Widget (example: Created Date Time would limit records to created Any Time, created Today, created within the last 1 week, etc.; Modified Date Time would limit records to modified Any Time, modified Today, modified within the last 1 week).
   4. Hide Date Filters For Other Widgets On Dashboard: Select this check box to hide any other date-filtered Widgets on the Dashboard so that this Filter Widget controls the date range.
   5. If Widget Has a Date/time Filter, Use Its Field (even If Different Business Object Type): Select this check box to allow a Widget with its own Date/Time filter to use its defined filtering field instead of the Dashboard filtering field (example: Dashboard filter uses Created Date Time but individual Widget uses Modified Date Time).

5. Click OK.

To create a Lookup Table Filter Widget:

1. Create a Widget
2. In the Type drop-down, select Filter.
3. Select the Business Object whose data you want to filter (example: Incident). Only one type of Business Object can be selected. The drop-down displays only Major Business Objects. To display all Business Objects, select the Show All check box.
4. Define the lookup values to display in the filter (example: Filter Incidents by status):
   1. Select the Filter by Lookup Table radio button.
   2. Define the following:
      1. Filter Field: Select the Field in the Business Object from which to retrieve values (example: Status).
      2. Lookup and Field:

         Select the Lookup table and Field that supply all the possible values (example: For Incident, it might be the Status field in the Incident Status Lookup table, with Status values like New, In Progress, Assigned, etc.).

      3. Order by:

         Select the Field to use to order the values, as well as an ascending (ex: 0-10, A-Z) or descending (10-0, Z-A) order. Rarely will the alphabetical order match the order in which the values should appear in your item, unless you prefix the values with numbers or letters (example: For status, you would likely want lifecycle order, not alphabetical order); therefore, it is common to define a field that contains a sequence number purely for controlling the order (ex: Status Order).

5. Click OK.

To create a Query Filter Widget:

1. Create a Widget
2. In the Type drop-down, select Filter.
3. Select the Business Object whose data you want to filter (example: Incident). Only one type of Business Object can be selected. The drop-down displays only Major Business Objects. To display all Business Objects, select the Show All check box.
4. Define a Query Filter (example: Show Incidents owned by me):
   1. Select the Filter by Query radio button.
   2. Define the Query using one of the following options:
      • Click the Ellipses button to open the Search Group Manager, and then select an existing Search Group (saved Search Query) or create a Search Group. Saved Searches can be used over and over in numerous places.
      • Click the Custom Query button to open the Custom Query Builder, and then create a custom Search Query to use only for this scenario.

        

5. Click OK.

   Tip: A Query filter uses a button to toggle the filter on/off on a Dashboard. Use the Dashboard Editor to define how the button looks and behaves on the Dashboard (example: Text, colors, visibility, etc.).